Sourcing kit components

To expedite the replenishment of components that are required to build kits, you can source the components. You can source components for prebuilt kits and fabricated kits in KP Work Order Center Entry. You can source components for build-on-demand (BOD) kits and nonstock kits in Sales Order Entry. You can tie a stock component line to a Purchase Order (PO), Warehouse Transfer (WT), or a work order (WO). In Sales Order Entry, you can also source a nonstock component.

Note:  If a kit cannot be built because of insufficient quantity on hand and you do not source the required components, then you must create the WT or PO in a separate transaction. You can also wait for replenishment through the Recommended Replenishment Action Report (RRAR) process.

You can tie one or more components to a new or existing PO or WT, including direct orders. If the component is a prebuilt kit, then you can tie it to a new or existing KP WO.

You can source components that are listed on the kit’s KP Components Setup record or added to the kit in Sales Order Entry or KP Work Order Center Entry. You can also source components that are part of a group, or added from an option or keyword. You cannot source a group, option, keyword, or reference component line. Only components from a single kit can be sourced simultaneously.

In Sales Order Entry, the tied source document is created or updated after the line is added or updated. In KP Work Order Center Entry, the tied source document is created when the WO is saved. When you update a component line on a WO, the tied source document is updated immediately.

Tied sourcing lines are based on applicable data from the component line, and then the kit line data. For example, product, quantity, and unit data is derived from the component line. The Rush option, which is not available on the component line, is derived from the kit line.

When you edit an individual component line that is tied to an existing source document, you can update the source document. You can also clear the tie by changing the Product Source field to No Sourcing. In Sales Order Entry, the sourcing document is updated when you update the component line. In KP Work Order Center Entry, the sourcing document is updated immediately. You cannot change sourcing or clear a tie using the multi-component sourcing feature.

When one or more components on an order was sourced in Sales Order Entry, Yes is displayed in the Component Sourcing column in the Line Detail view of To expedite the replenishment ofSales Order Entry and Sales Order Inquiry. If a component was sourced, then the Source Type, Related Order #, and Related Line # can be viewed in the Kits section in Sales Order Entry, Sales Order Inquiry, KP Work Order Center Entry, and KP Work Order Inquiry. You can click the Source Type or Related Order # link to view the sourcing document in the related inquiry function. The source type is also displayed in the WO Ties section of KP Work Order Center Entry.

The PO/WT Ties and KPEW PO/WT Ties options on your SA Operator Setup record determine if you can tie kit components to POs, WTs, or both. The PO/WT Ties option enables component sourcing and line items sourcing in Sales Order Entry. The KPEW PO/WT Ties option enables component sourcing in KP Work Order Center Entry. You can also be prohibited from tying kit components to POs or WTs. You cannot be prohibited from tying kit components to KP WOs. This function is not controlled by an option.

Direct orders

You can use direct POs and WTs to ship the components directly to customers to save time and freight costs for you and your customers in situations like these:

  • The kit assembly will occur at the customer site.
  • The size or weight of the component is too large for your warehouse.

When you source a component using a direct PO or WT, you cannot ship the kit until after you receive the direct PO or WT. Additionally, you cannot zero ship a component to source a component that is in stock. Instead, you can change the line type for the component to special. You can also backorder the component if the component is enabled for backordering in KP Component Setup.

Note how direct-ship components are processed in these functions:

  • Sales Order Entry, Sales Entry Pick Tickets Report, and Sales Shipping Feedback Entry: When the order is processed, direct components do not affect the committed or reserved balances in Product Warehouse Product Setup.
  • Sales Entry Pick Tickets Report and Sales Entry Processing Delivery Document Report: Direct components are not included on the report.
  • Sales Entry Processing Back Order Fill Report: The DO? value is Yes on the Specially Handled Receipts Report when the direct component is filled.
  • Sales Entry Processing Acknowledgements Report: Direct components are flagged.
  • Sales Entry Invoice Processing Report: Direct components are flagged. Their cost is not recalculated. Transaction records are created in Product Adjust Non-Stock/Direct Order Entry. Direct components are posted to direct General Ledger accounts for inventory and cost of goods sold.
  • Transfer Entry Print WT Report: The net amount for components on direct WT are from the tied line or component.
Related topics